Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 1,951 institutions that hold shares in the stock, with a total of 849 Million shares, which have been reported (via 13F filing form) to have a value of $23.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
240,605
shares
|
$6.64 Million
2.09% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
240,564
shares
|
$6.63 Million
0.19% of portfolio
|
Q4 2024
Added 204.24%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
240,094
shares
|
$6.62 Million
5.53% of portfolio
|
Q4 2024
Added 207.03%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
239,658
shares
|
$6.61 Million
3.67% of portfolio
|
Q4 2024
Added 196.08%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
239,597
shares
|
$6.61 Million
2.06% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
239,323
shares
|
$6.6 Million
14.12% of portfolio
|
Q3 2023
Added 4.59%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
239,246
shares
|
$6.6 Million
0.4% of portfolio
|
Q4 2024
Added 208.29%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
239,118
shares
|
$6.59 Million
0.22% of portfolio
|
Q1 2024
Added 10.1%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
238,967
shares
|
$6.59 Million
0.44% of portfolio
|
Q4 2024
Added 267.53%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
238,617
shares
|
$6.58 Million
1.87% of portfolio
|
Q4 2024
Added 207.69%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
237,566
shares
|
$6.55 Million
0.77% of portfolio
|
Q4 2024
Added 170.74%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
237,006
shares
|
$6.54 Million
0.01% of portfolio
|
Q4 2024
Added 195.51%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
235,000
shares
|
$6.48 Million
2.12% of portfolio
|
Q4 2024
Added 193.75%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
234,522
shares
|
$6.47 Million
1.9% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
233,549
shares
|
$6.44 Million
0.49% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
232,917
shares
|
$6.42 Million
4.92% of portfolio
|
Q1 2025
Added 205.15%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
232,246
shares
|
$6.41 Million
5.93% of portfolio
|
Q4 2024
Added 204.25%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
231,204
shares
|
$6.38 Million
5.53% of portfolio
|
Q4 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
230,786
shares
|
$6.37 Million
13.46% of portfolio
|
Q2 2022
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
230,204
shares
|
$6.35 Million
6.45% of portfolio
|
Q4 2024
Added 218.45%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
229,713
shares
|
$6.34 Million
2.95% of portfolio
|
Q4 2024
Added 222.9%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
229,340
shares
|
$6.33 Million
0.35% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
229,137
shares
|
$6.32 Million
1.41% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
227,492
shares
|
$6.27 Million
0.21% of portfolio
|
Q4 2024
Added 187.86%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
227,062
shares
|
$6.26 Million
3.05% of portfolio
|
Q1 2025
Reduced 4.63%
|